Senior Project Manager

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

We are seeking a dynamic and strategic Senior Project Manager to join our Business Development team, helping to drive our expansion on EXP recruiting and onboarding, practice acquisition, succession, and M&A. This role is critical in driving our most important strategic initiatives from concept to execution.The ideal candidate thrives in a fast-paced environment, is highly organized, and excels at cross-functional collaboration.

What You’ll Be Doing

• Lead Strategic Initiatives\: Take ownership of high-impact business development projects, leading them from ideation through to implementation and delivery.
• Project Execution\: Develop and manage project timelines, deliverables, and success metrics to ensure on-time and on-budget execution of initiatives.
• Cross-Functional Collaboration\: Work closely with teams across the organization—such as Marketing, Sales, Finance, Operations, Product, and Legal—to align efforts, uncover dependencies, and ensure unified execution.
• Program Design & Overview\: Build comprehensive project and program overviews, including business cases, implementation roadmaps, resource plans, and risk assessments.
• Leadership & Influence\: Act as a central driver of progress, removing roadblocks, managing stakeholders, and maintaining accountability without direct authority.
• Executive Communication\: Prepare and present concise updates, strategic briefings, and recommendations to senior leadership.

• Continuous Improvement\: Analyze past project performance and identify opportunities to improve process efficiency, scalability, and execution quality.
  
  

This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

The base salary range for this position is $100,000 - $125,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits\: Equitable Total Rewards Program

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

We are seeking a dynamic and strategic Senior Project Manager to join our Business Development team, helping to drive our expansion on EXP recruiting and onboarding, practice acquisition, succession, and M&A. This role is critical in driving our most important strategic initiatives from concept to execution.The ideal candidate thrives in a fast-paced environment, is highly organized, and excels at cross-functional collaboration.

What You’ll Be Doing

• Lead Strategic Initiatives\: Take ownership of high-impact business development projects, leading them from ideation through to implementation and delivery.
• Project Execution\: Develop and manage project timelines, deliverables, and success metrics to ensure on-time and on-budget execution of initiatives.
• Cross-Functional Collaboration\: Work closely with teams across the organization—such as Marketing, Sales, Finance, Operations, Product, and Legal—to align efforts, uncover dependencies, and ensure unified execution.
• Program Design & Overview\: Build comprehensive project and program overviews, including business cases, implementation roadmaps, resource plans, and risk assessments.
• Leadership & Influence\: Act as a central driver of progress, removing roadblocks, managing stakeholders, and maintaining accountability without direct authority.
• Executive Communication\: Prepare and present concise updates, strategic briefings, and recommendations to senior leadership.

• Continuous Improvement\: Analyze past project performance and identify opportunities to improve process efficiency, scalability, and execution quality.
  
  

This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

The base salary range for this position is $100,000 - $125,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits\: Equitable Total Rewards Program

What You Will Bring

• Bachelor’s degree required.
• 7+ years of project or program management experience, ideally in business development, corporate strategy, or a related function.
• Proven ability to manage complex, multi-departmental projects with a track record of successful outcomes.
• Strong business acumen and strategic thinking skills.
• Exceptional communication, interpersonal, and influencing skills.

Preferred Qualifications

• PMP or similar certification is a plus.
• Experience in high-growth or transformation environments.
• Background in consulting, investment banking, corporate development, or strategic planning is a bonus.

Skills

Agile Project Management\: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

Cross-functional Collaboration\: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Effective Communications\: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Project Management\: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

#LI-Hybrid

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. 

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 

**********

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 

NOTE\: Equitable participates in the E-Verify program. 

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected]. 

What You Will Bring

• Bachelor’s degree required.
• 7+ years of project or program management experience, ideally in business development, corporate strategy, or a related function.
• Proven ability to manage complex, multi-departmental projects with a track record of successful outcomes.
• Strong business acumen and strategic thinking skills.
• Exceptional communication, interpersonal, and influencing skills.

Preferred Qualifications

• PMP or similar certification is a plus.
• Experience in high-growth or transformation environments.
• Background in consulting, investment banking, corporate development, or strategic planning is a bonus.

Skills

Agile Project Management\: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

Cross-functional Collaboration\: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Effective Communications\: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Project Management\: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

#LI-Hybrid

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. 

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 

**********

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 

NOTE\: Equitable participates in the E-Verify program. 

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].